Fernwood Investment Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $68.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $614K | Buy |
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|
2022
Q2 | $644K | Buy |
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|
2022
Q1 | $684K | Buy |
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|
2021
Q4 | $723K | Sell |
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|
2021
Q3 | $768K | Buy |
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|
2021
Q2 | $768K | Hold |
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|
2021
Q1 | $765K | Hold |
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|
2020
Q4 | $782K | Hold |
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|
2020
Q3 | $783K | Hold |
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|
2020
Q2 | $786K | Sell |
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|
2020
Q1 | $783K | Hold |
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|
2019
Q4 | $800K | Hold |
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|
2019
Q3 | $804K | Sell |
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|
2019
Q2 | $819K | Hold |
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|
2019
Q1 | $807K | Hold |
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|
2018
Q4 | $791K | Buy |
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|
2018
Q3 | $745K | Buy |
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|
2018
Q2 | $411K | Buy |
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|
2018
Q1 | $216K | Buy |
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